Envestnet Portfolio Solutions’s Alexis Practical Tactical ETF LEXI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio LEXI Stock Details LEXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$745K	Buy	18,313 +10,618	+138%	+$413K	﹤0.01%	826
2026 Q1	$271K	Buy	+7,695	New	+$280K	﹤0.01%	1153

Other funds holding LEXI

ISWM

Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's LEXI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Alexis Practical Tactical ETF (LEXI) stake by 138% in Q2 2026, buying an estimated $413K and bringing the position to 18,313 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Envestnet Portfolio Solutions first reported a position in LEXI in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold LEXI as of Q2 2026.

Envestnet Portfolio Solutions held 18,313 shares of Alexis Practical Tactical ETF worth $745K as of Q2 2026.
Envestnet Portfolio Solutions bought 10,618 Alexis Practical Tactical ETF shares in Q2 2026, an estimated $413K.
Alexis Practical Tactical ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #826 holding.
Envestnet Portfolio Solutions first reported a position in Alexis Practical Tactical ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.